Clarity Passes, Stocks Rip, & Wall Street Piles Into Ethereum

Clarity Passes, Stocks Rip, & Wall Street Piles Into Ethereum

📣GALAXY | INSTITUTIONAL DIGITAL FINANCE
https://bankless.cc/Galaxy

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Markets are ignoring every warning sign as stocks hit new highs, but crypto may finally have its catalyst. Ryan and David break down the CLARITY Act’s key vote, Wall Street’s Ethereum push, Bitcoin’s $80K test, and why private AI stocks are creating chaos onchain.

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TIMESTAMPS & RESOURCES

0:00 Intro

2:46 Trump/Xi Meeting, Nvidia China Deal, and AI Stocks
https://x.com/WhiteHouse/status/2054607212513730674
https://www.reuters.com/business/retail-consumer/us-clears-h200-chip-sales-10-china-firms-nvidia-ceo-looks-breakthrough-2026-05-14/

View post on imgur.com

https://x.com/BullTheoryio/status/2054558694785077478
https://x.com/KobeissiLetter/status/2054177816573329496
https://fred.stlouisfed.org/graph/
https://x.com/coindesk/status/2054542868522365141
https://x.com/TedPillows/status/2054545275281182861
https://x.com/KobeissiLetter/status/2054940927379014035
https://x.com/KobeissiLetter/status/2054655260652716149
https://www.coingecko.com/en/coins/ethereum

28:06 Circle Earnings, Arc, and USDC Growth
https://x.com/circle/status/2053785252037022157
https://x.com/marcarjoon/status/2054539947466522815
https://www.cnbc.com/2026/05/11/circle-closes-222-million-from-blackrock-apollo-for-arc-blockchain.html
https://x.com/coingecko/status/2054042800203719158

32:54 Coinbase, USDC, and Hyperliquid Team Up + Anthropic and OpenAI Crack Down on Unauthorized Private Stock Sales
https://x.com/wallstengine/status/2054928782918816102
https://app.hyperliquid.xyz/trade/xyz:CBRS
https://x.com/caseycraig/status/2053568380796367301

46:57 CLARITY Act Passes Key Committee Vote
https://x.com/brian_armstrong/status/2054552885376016718
https://x.com/DegenerateNews/status/2054968887796539789
https://x.com/valkenburgh/status/2054968314292486621
https://x.com/EleanorTerrett/status/2052890357952627000
https://polymarket.com/event/clarity-act-signed-into-law-in-2026/?via=bankless?
https://x.com/FidelityPolicy/status/2054587652121284648
https://x.com/EleanorTerrett/status/2054295187048853637
https://www.banking.senate.gov/newsroom/minority/warren-statement-on-no-trump-ethics-provision-in-crypto-bill
https://x.com/patrickjwitt/status/2054183222305554643
https://x.com/glxyresearch/status/2054635251503108596
https://x.com/EleanorTerrett/status/2054575825681367098

55:58 BlackRock, JPMorgan, and Fidelity Bring Money Markets to Ethereum
https://x.com/VivekVentures/status/2054946669083390374
https://x.com/VivekVentures/status/2053101323390754982
https://x.com/NateGeraci/status/2052872497779896460
https://app.rwa.xyz/assets/BUIDL
https://x.com/VivekVentures/status/2054305703272103977
https://x.com/EricBalchunas/status/2054316547712196688
https://am.jpmorgan.com/us/en/asset-management/adv/about-us/media/press-releases/jp-morgan-asset-management-launches-second-tokenized-fund-on-ethereum/
https://x.com/Etherealize_io/status/2054945868210450519
https://x.com/NateGeraci/status/2054355513182171502

59:23 Bankless Thesis Check-In
https://x.com/RyanSAdams/status/2054969401154130163
https://www.bankless.com/docs/mcp

1:03:43 Euphoria Mainnet Launch
https://x.com/Euphoria_fi/status/2054954998375535097

1:04:45 Closing & Disclaimers

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